SailPoint change management and end-user adoption kit

Use the following change management overview and timeline, resources and customizable templates to help minimize disruptions and drive SailPoint adoption within your organization.

Change management overview and timeline

Effective change management involves several key stages, each with specific tasks and objectives. For a successful rollout, you can incorporate the suggested timeline below into your project plan. Feel free to copy and edit as needed to fit your use case.

Prepare the organization for change (10 - 12 weeks prior to launch)

• Create and document your communication strategy: Develop a plan that outlines how you will communicate with end users throughout the implementation.
• Define use cases and benefits/value messaging: Clearly articulate the use cases and benefits of SailPoint to ensure users understand the value it brings.

8 weeks prior to launch

• Coordinate with HR/enablement teams: Work with these teams to develop a training and enablement plan.
• Finalize internal messaging: Ensure your internal messaging is consistent and clear across all communications.
• Determine your go-live support strategy: Consider what support you may need and when so that you can proactively engage any additional resources. View SailPoint's go-live considerations →

Communications and training (4 - 5 weeks prior to launch)

• Start rolling out communications: Begin sending out initial communications to prepare users for the upcoming changes.
• Start rolling out training materials: Distribute training materials to users.
• Train the trainers: Conduct sessions to train key trainers who will support end-user training.

1 - 2 weeks prior to launch

• Check progress of training: Ensure training sessions are on track and address any gaps.
• Ensure all users have access: Verify that all users have the necessary access to the new system.
• Survey for feedback: Collect feedback from users to identify any issues or concerns before the full rollout.

Resources and templates

We put together this end-user adoption kit to help you prepare your end-users. These templates and assets are customizable, please download and edit to best fit your organization's needs.

Launch deck

Document your rollout plan to educate your end-users on the value SailPoint will bring to your organization.

View resources →

Digital assets

Utilize these custom assets to enhance your internal communications.

View resources →

Email templates

Customize curated email templates designed to help you engage and inform your users.

View resources →

Internal FAQ

Develop an internal FAQ document to answer common questions end-users have during initial rollouts.

View resources →

SailPoint swag

Submit a request for SailPoint swag to help celebrate or raise excitement for your rollout!

Submit request →

End-user guide

Direct your end-users to this guide to learn how to get started with SailPoint.

View resources →

In a nutshell

Implementing SailPoint requires a structured approach to change management. By following this timeline and utilizing the provided templates and resources, you can ensure a smooth and successful rollout. Engage with your users early, provide comprehensive training, and collect feedback to continuously improve the implementation process.